Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Medpace MEDP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.7M Sell
34,731
-1,615
-4% -$827K 0.04% 386
2025
Q4 		$20.4M Buy
36,346
+7,850
+28% +$4.46M 0.06% 309
2025
Q3 		$14.7M Buy
28,496
+21,569
+311% +$9.42M 0.04% 356
2025
Q2 		$2.17M Sell
6,927
-1,220
-15% -$366K 0.01% 917
2025
Q1 		$2.48M Sell
8,147
-281
-3% -$94.5K 0.01% 763
2024
Q4 		$2.8M Buy
8,428
+4,187
+99% +$1.42M 0.01% 660
2024
Q3 		$1.42M Buy
4,241
+1,918
+83% +$729K 0.01% 849
2024
Q2 		$957K Buy
2,323
+649
+39% +$257K ﹤0.01% 920
2024
Q1 		$677K Buy
1,674
+839
+100% +$295K ﹤0.01% 1014
2023
Q4 		$256K Sell
835
-683
-45% -$184K ﹤0.01% 1309
2023
Q3 		$368K Buy
1,518
+1,286
+554% +$329K ﹤0.01% 1083
2023
Q2 		$56K Sell
232
-1
-0.4% -$208 ﹤0.01% 1894
2023
Q1 		$44K Buy
233
+29
+14% +$6K ﹤0.01% 1952
2022
Q4 		$43K Buy
204
+28
+16% +$5.59K ﹤0.01% 1822
2022
Q3 		$28K Buy
176
+68
+63% +$10.9K ﹤0.01% 2007
2022
Q2 		$16K Buy
108
+6
+6% +$869 ﹤0.01% 2269
2022
Q1 		$17K Buy
102
+59
+137% +$9.73K ﹤0.01% 2182
2021
Q4 		$9K Buy
+43
New +$9K ﹤0.01% 2417
2021
Q2 		$4K Hold
21
– – ﹤0.01% 2451
2021
Q1 		$4K Hold
21
– – ﹤0.01% 2451
2020
Q4 		$4K Hold
21
– – ﹤0.01% 2450
2020
Q3 		$4K Hold
21
– – ﹤0.01% 2450
2020
Q2 		$4K Hold
21
– – ﹤0.01% 2450
2020
Q1 		$4K Hold
21
– – ﹤0.01% 2450
2019
Q4 		$4K Hold
21
– – ﹤0.01% 2449
2019
Q3 		$4K Hold
21
– – ﹤0.01% 2449
2019
Q2 		$4K Hold
21
– – ﹤0.01% 2449
2019
Q1 		$4K Buy
+21
New +$1.25K ﹤0.01% 2447

Other funds holding MEDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MEDP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Medpace (MEDP) stake by 4.4% in Q1 2026, selling an estimated $827K and leaving 34,731 shares worth $16.7M. The position accounts for 0.04% of the portfolio, ranked #386.

Carson Wealth (CWM LLC) first reported a position in MEDP in Q1 2019 and has held it in 28 quarters since. The position peaked at $20.4M in Q4 2025. 733 funds tracked by Wall St. Rank hold MEDP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 34,731 shares of Medpace worth $16.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,615 Medpace shares in Q1 2026, an estimated $827K.
  • Medpace made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #386 holding.
  • Carson Wealth (CWM LLC) first reported a position in Medpace in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Medpace position peaked at $20.4M in Q4 2025.
  • 733 funds tracked by Wall St. Rank held Medpace as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.